|
1
|
|
$39.7M
|
+$4.08M
|
+39,284
|
+11%
|
|
|
2
|
Aspiriant LLC
Los Angeles,
California
|
$31.2M
|
-$508K
|
-4,886
|
-2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$30.5M
|
-$69.7K
|
-671
|
-0.2%
|
|
|
4
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$30.2M
|
-$1.32M
|
-12,751
|
-4%
|
|
|
5
|
Concurrent Investment Advisors
Tampa,
Florida
|
$19.6M
|
+$1.44M
|
+13,901
|
+8%
|
|
|
6
|
Wellington Management Group
Boston,
Massachusetts
|
$16.6M
|
+$10.3M
|
+99,193
|
+156%
|
|
|
7
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$15.3M
|
+$462K
|
+4,448
|
+3%
|
|
|
8
|
Cannon Financial Strategists
Athens,
Georgia
|
$15.2M
|
-$87.6K
|
-843
|
-0.6%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$14.8M
|
+$910K
|
+8,755
|
+6%
|
|
|
10
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$14.7M
|
-$2.78M
|
-26,731
|
-16%
|
|
|
11
|
Atria Investments
Charlotte,
North Carolina
|
$14.5M
|
-$2.73M
|
-26,282
|
-16%
|
|
|
12
|
One Day In July LLC
Burlington,
Vermont
|
$13.3M
|
-$665K
|
-6,399
|
-5%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$13.2M
|
+$69K
|
+664
|
+0.5%
|
|
|
14
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$12.6M
|
-$268K
|
-2,576
|
-2%
|
|
|
15
|
Savant Capital
Rockford,
Illinois
|
$12.1M
|
-$13.3M
|
-127,618
|
-52%
|
|
|
16
|
|
$12.1M
|
-$136K
|
-1,307
|
-1%
|
|
|
17
|
Avior Wealth Management
Omaha,
Nebraska
|
$12M
|
+$330K
|
+3,172
|
+3%
|
|
|
18
|
SYM Financial Corp
Winona Lake,
Indiana
|
$11.9M
|
-$393K
|
-3,784
|
-3%
|
|
|
19
|
Silvercrest Asset Management
New York
|
$11.8M
|
-$3.23M
|
-31,067
|
-21%
|
|
|
20
|
Riversedge Advisors
Wilmington,
Delaware
|
$10.2M
|
-$134K
|
-1,290
|
-1%
|
|
|
21
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$10.2M
|
+$208K
|
+2,004
|
+2%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$10M
|
-$1.71M
|
-16,435
|
-14%
|
|
|
23
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$9.67M
|
+$24.7K
|
+238
|
+0.3%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.05M
|
+$6.17M
|
+59,371
|
+201%
|
|
|
25
|
Silver Oak Advisory Group
Portland,
Oregon
|
$8.92M
|
-$134K
|
-1,290
|
-1%
|
|
